Packages - Settings – Pet Manager

Packages allow customers to purchase services in advance using a token‑based payment system. Each package allocates a set number of tokens that can be redeemed against eligible services, giving customers a simple and flexible way to prepay. Packages can also include promotional or discounted pricing to encourage upfront purchase, and each one can be configured with an expiry period that defines how long the tokens remain valid. This ensures customers have clarity on usage timeframes while giving businesses control over how long package benefits remain active.

Add Package

To add a new Package click on the button located top right.

Name - Defines how the package will be labelled. This name will appear to customers when viewing or selecting the package.

Sku - As packages are linked to products, each can be assigned a unique Stock Keeping Unit code (Sku) for tracking and identification.

Barcode - When barcodes are in use, enter the associated reference number here.

Product Type - Each package needs to be linked to a Product Type - Generally Packages

Product Categories - Packages can be associated with a designated product category when using the Retail feature in Pet Manager. Otherwise, this field can be left blank.

Selling Price - Defines the cost at which the package will be sold at to your customers.

Area Type - Specifies the Area Type e.g. Daycare, Boarding, Training etc., that the package will be associated with and will restrict the allocated tokens to this area only. If left blank, then the purchased tokens can be used across all areas.

Customer Type - Allows you to select which customer group this package will be limited to based on how your types are set up.

Tokens - Sets the number of tokens to assign to this package for the customer to use.

Token Validity - Defines how long the tokens remain usable, Forever, Days After First Use and End of Purchase Month.

Tokens Expiry / Next Month After Day Of Month - The title of this option will change depending on the Token Validity selected above.

Token Expiry - Sets the number of days that the tokens will remain valid, after the first day they are used.
Next Month After Day Of Month - Tokens will remain valid for a month. When purchased after this date, tokens will remain valid until the end of the next month.

Taxable - Indicates whether the package is subject to tax when invoiced or will be tax-exempt.

Active - Sets the package status to Active (available for use) or Inactive (expired or completed).

Show Portal - When ticked, the package will be visible and available to purchase via the customer portal.

Auto Messages - When ticked, it will automatically send the customer an email depending on the configuration of your email templates under the Email Settings. The options can include,

Tokens Expiring.
Tokens Expired.
Tokens Low.

Description - Use this field to add a summary of the package. This will appear on the Package Overview and be visible to customers. This information is not editable from there.

Notes - Use this field to record internal notes related to the package. This will appear on the Package Overview and will not be visible to customers. This information can also be edited from there.

Once edited press the Green Save button bottom right

Overview Panel

After creating a new package, it will be listed in the Overview Panel. This panel provides easy access to edit settings like price, token count, and options to enable or disable Show Portal and Active status.

Orders - Displays the number of times the package has been purchased.

Tip - To change the display order, use the arrows on the far right to drag packages into position. This order will be reflected when selecting packages during booking.

When the new package shows up in the Overview Panel, click the View button on the right or click the Package Title to see the Customers who have purchased. You can also edit any package details directly from there.

When a package has no purchases, the Delete option will be visible, allowing you to remove the package.

Tokens Allocate Checkin - Enable this option to automatically allocate tokens to the associated package when the customer is checked in for the service.

Once edited press the Green Save button bottom right.

Inactive Packages can be viewed by toggling on the Show Inactive button.

Adjusting Token Amounts for Active Packages

If the number of tokens included in a package is changed at any time, using the button in the top‑right corner will adjust the token amounts available to customers accordingly.

This means that any unused tokens from a customer’s package will be rebalanced so they match the current token amounts of the package. The system works this out using the same percentage of the package the customer originally purchased.

In other words:

It looks at what portion of the package the customer had left.
It then applies that same percentage to the new token total of the updated package.
The customer keeps the same proportion of tokens, even if the package size has changed.

Package Overview

Once you have clicked into a Package, you will be able to see a list of customers who have purchased the package, along with details such as Tokens Used, Tokens Available, Date Created (purchased), and the Invoice Payment Status.